Estate Planning

Protect and Preserve Your Family Legacy. Contact Craig at 800-876-9044 or [email protected] to see how the team at CU Plan can help plan for the future.

As a member of Upward Credit Union, you can take advantage of our partnership with Living Trust Educators, the leading provider of estate planning services. They are dedicated to helping families protect their legacies. Schedule an appointment with their team and ask about your special member discount.

Benefits of meeting with their team include:

You are now leaving Upward Credit Union

Upward Credit Union provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Upward Credit Union, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL

Bank with Upward.

Borrow with Upward.

Access, anywhere.

The best for you.

We're Near By.

Estate Planning

Benefits of meeting with their team include:

Main Phone

Toll Free

Address

Routing Number

NMLS 410278

Lost or Stolen Credit or Debit

You are now leaving Upward Credit Union